The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106 261,500 76,014 SH   SOLE No 76,014 0 0
AMERICAN WELL CORP CL A 03044L105 28,499 2,265,425 SH   SOLE No 2,265,425 0 0
ANGI INC COM CL A NEW 00183L102 29,373 2,172,571 SH   SOLE No 2,172,571 0 0
CME GROUP INC COM 12572Q105 129,551 609,135 SH   SOLE No 609,135 0 0
DROPBOX INC CL A 26210C104 84,388 2,784,163 SH   SOLE No 2,784,163 0 0
HEALTH CATALYST INC COM 42225T107 9,123 164,347 SH   SOLE No 164,347 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 47,824 310,203 SH   SOLE No 310,203 0 0
MASTERCARD INCORPORATED CL A 57636Q104 138,487 379,322 SH   SOLE No 379,322 0 0
MORNINGSTAR INC COM 617700109 20,256 78,784 SH   SOLE No 78,784 0 0
NETFLIX INC COM 64110L106 5,071 9,600 SH   SOLE No 9,600 0 0
OTIS WORLDWIDE CORP COM 68902V107 93,801 1,147,136 SH   SOLE No 1,147,136 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 47,954 1,819,191 SH   SOLE No 1,819,191 0 0
PINTEREST INC CL A 72352L106 176,860 2,240,152 SH   SOLE No 2,240,152 0 0
QUALTRICS INTL INC COM CL A 747601201 90,219 2,358,665 SH   SOLE No 2,358,665 0 0
TELADOC HEALTH INC COM 87918A105 14,530 87,380 SH   SOLE No 87,380 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 20,078 1,297,025 SH   SOLE No 1,297,025 0 0
TWITTER INC COM 90184L102 37,569 545,988 SH   SOLE No 545,988 0 0
VIMEO INC COMMON STOCK 92719V100 28,602 583,722 SH   SOLE No 583,722 0 0